Hound Partners

Latest statistics and disclosures from Hound Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BIO, HCA, VPU, GLNG, KEX, and represent 72.74% of Hound Partners's stock portfolio.
  • Added to shares of these 7 stocks: KEX (+$19M), CALM (+$19M), BIO (+$15M), HCA (+$7.3M), GLNG, MHK, DHR.
  • Started 1 new stock position in CALM.
  • Reduced shares in these 10 stocks: QQQ (-$80M), WDAY (-$22M), MSFT (-$20M), ROST (-$18M), , VPU (-$12M), , TMO (-$10M), FRSH (-$7.1M), VLRS (-$5.8M).
  • Sold out of its positions in VLRS, ENTG, FIS, FRSH, QQQ, ROST, TMO.
  • Hound Partners was a net seller of stock by $-144M.
  • Hound Partners has $321M in assets under management (AUM), dropping by -28.86%.
  • Central Index Key (CIK): 0001353316

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Portfolio Holdings for Hound Partners

Hound Partners holds 12 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Bio Rad Labs Cl A (BIO) 26.3 $85M +22% 262k 322.89
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Hca Holdings (HCA) 14.2 $46M +19% 168k 270.68
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Vanguard World Fds Utilities Etf (VPU) 12.1 $39M -23% 284k 137.07
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Golar Lng SHS (GLNG) 10.1 $33M 1.4M 22.99
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Kirby Corporation (KEX) 10.0 $32M +152% 408k 78.48
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Microsoft Corporation (MSFT) 7.9 $25M -44% 68k 376.04
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Cal Maine Foods Com New (CALM) 5.8 $19M NEW 326k 57.39
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Workday Cl A (WDAY) 3.8 $12M -63% 44k 276.06
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Mohawk Industries (MHK) 3.5 $11M +4% 109k 103.50
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Danaher Corporation (DHR) 3.1 $9.8M +3% 42k 231.34
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Rh (RH) 3.0 $9.8M -16% 34k 291.48
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Ftc Solar (FTCI) 0.1 $389k -7% 562k 0.69
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Past Filings by Hound Partners

SEC 13F filings are viewable for Hound Partners going back to 2010

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